If you have a premium membership, you can download the exercise files used in Word 2016 for Mac: Mail Merge in Depth. You can also use your own documents to work along with the demonstrations.
- [Instructor] If you have a premium membership in the online training library, then you have access to the exercise files I'll use throughout this course. You'll find all of the files in the downloadable folder called Exercise Files, and within that folder, you will then find the files arranged by the four chapters. For example, if we're working in Chapter 01 and I open I open up Catalog Requests as XLSX, an Excel document, a banner on the screen will appear showing you that that's the specific file that I'm opening.
This exercise files set also includes that were saved while the course was being recorded. For example, Brochure Letter was then saved as Brochure Letter2 and Brochure Letter - Final. I will usually tell you what filename I'm using not so that you can use the same name but so you might choose a different one if you're using the files, and save your own work under another name. The files are here so that at any point in time you can go to a specific movie and open the files that are used with that movie, even if you haven't already created them.
If you don't have access to the exercise files, no worries you can still work along with me. Simply use your own Word documents and your own data sources. I'll be showing you how to create Word documents during this course. In terms of data sources, I recommend a simple Excel spreadsheet with a few rows of information about customers or colleagues and a few contacts in Microsoft Outlook. Now that we know what we'll using, let's begin our work.
Gini von Courter takes a deep dive into mail merge, showing how to efficiently create personalized letters, envelopes, labels, and even email messages. She explains how to connect to data sources in Excel, create new data sources, and add attachments to merged email messages. Plus, she covers how to troubleshoot mail merge issues, use rules like If…Then…Else for advanced mail merges, and more.
- Selecting recipients from Outlook and Apple contacts
- Selecting recipients from FileMaker Pro data
- Mail merging data from an Excel spreadsheet
- Filtering recipients
- Inserting merge fields
- Sending merged email
- Troubleshooting mail merged letters
- Creating personalized email messages
- Creating envelopes, labels, and directories
- Using rules for customized merges